Personal Tax

To provide the Segal team with the information needed to complete your 2020 personal tax return, please choose one of the following options below.

Please note, your information must be submitted to Segal by Friday April 23, 2021, to avoid late penalties and ensure your tax return is filed by the April 30th, 2021 deadline.

Direct Online Submission

Step 1: Click the link below to access and complete the 2020 Personal Tax Organizer.

Step 2: Complete the relevant sections of the document.

Note: After online completion, you will receive a verification email to complete signing. Please confirm once received.

Step 3: Gather and scan your tax slips and any requested supporting documents for all taxpayers. Save and name the file(s) with your first and last name(s).

Step 4: Upload any supporting documents to your existing personal secure portal HERE. (login required – reset your password if needed)

Note: If you do not have a Segal personal portal, you can request access from your Segal advisor OR upload any supporting documents to our secure portal HERE. (account details required)

Downloading the Tax Package

If you choose to fill in the organizer by hand or as a fillable form on your computer, you may do so by downloading it. (see download instructions below). Please complete as a fillable form or print and complete by hand with a black or blue ink pen. While our office is closed to outside guests and visitors as a COVID-19 safety protocol, we are accepting packages by mail, courier, or in-person drop-off from 9 am to 3 pm daily.

Segal LLP
York Mills Centre
4101 Yonge St., Suite 502
Toronto, ON M2P 1N6

Please include completed Tax Organizer and all supporting documents – we encourage you to retain copies of any paper documents for our personal records prior to sending them by mail or courier.

Alternatively, you can download the organizer, complete, attach digital copies of  your supporting documents, and upload to either:

When uploading your file(s), please put your first and last name in the file name.

Once we have received your information, we will call to confirm and/or clarify information as necessary. In the interim, please do not hesitate to contact us with any questions or inquiries.

Please note:

  • With very few exceptions, electronic filing with the CRA is mandatory. Documents authorizing Segal to e-file your returns on your behalf must be signed

  • The earlier we receive your information, the earlier we can complete your return. Note that the deadline to send us your documents is April 23, 2021. This is to guarantee we meet the CRA filing deadline.

  • Please remember that late filed returns, late payment of taxes owed, and/or failure to report income will result in interest and penalties by the CRA.

  • Please provide us with a private and current email address so that we may contact you with any information regarding your tax return and to send documents for signature for electronic filing.

  • All sensitive email communications will be password protected using your Social Insurance Number or available for viewing through the Segal client portal.

  • If you are expecting a refund, and want it deposited directly to your bank account, please access the CRA My Account portal and update your banking information. We are no longer able to update banking information on behalf of our clients.

  • As a best practice, we move your uploaded files from the portal to our network.

Questions? Contact us!